WYNN-CROSBY MANAGEMENT, LTD.
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 160045
Firm profile
FINTRXOverview
Wynn-Crosby Management, Ltd. is organized as a limited partnership and is recorded as being owned by a domestic entity and an individual. FINTRX classifies the firm as unclassified rather than as a registered, multi-state advisory platform; its SEC registration year is not listed. The firm is not flagged as a capital allocator and is not identified as an active ESG investor or pension consultant. The firm’s principal activity appears to be sponsor and general partner roles: FINTRX notes Wynn-Crosby Management, Ltd. acts as a sponsor, GP, and managing member of pooled investment vehicles. That alignment suggests the business model centers on operating private pooled vehicles rather than running a traditional advisory practice serving retail or institutional advisory accounts.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4GLENN KOONTZ
Vice PresidentCRD 6009139
CHARLTON ANDERSON
Vice PresidentCRD 7377990
RONALD CROSBY
PresidentCRD 3211705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 1700 Pacific Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
JUNIPER CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorDALLAS, TX
D F BURCH ADVISORS, LTD.
Exempt Reporting AdvisorDALLAS, TX
S LINE CAPITAL ADVISORS
Exempt Reporting AdvisorDALLAS, TX
HEWES FUND MANAGEMENT, LLC
Exempt Reporting AdvisorDALLAS, TX
SEVIN ROSEN FUNDS
Exempt Reporting AdvisorDALLAS, TX
LEVEL III CAPITAL LLC
Exempt Reporting AdvisorDALLAS, TX